Purchases and Sales Made in Q2 2022 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q2 2022. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-148- 1.87% |
$12.9K - $16.6K
|
7.79K
$782K
|
|
|
Aug 11, 2022
Q2 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-150- 4.15% |
$13K - $16.9K
|
3.46K
$347K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-154- 0.45% |
$13.4K - $17.3K
|
34.2K
$3.43M
|
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-157- 0.24% |
$13.7K - $17.6K
|
65K
$6.52M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-161- 15.54% |
$14K - $18.1K
|
875
$87.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-164- 43.27% |
$14.3K - $18.4K
|
215
$21.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-175- 53.03% |
$15.2K - $19.7K
|
155
$15.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-197- 0.89% |
$17.1K - $22.1K
|
21.9K
$2.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-200- 3.07% |
$17.4K - $22.5K
|
6.33K
$635K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-200- 1.15% |
$17.4K - $22.5K
|
17.2K
$1.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-210- 3.41% |
$18.3K - $23.6K
|
5.94K
$596K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-212Closed |
$18.4K - $23.8K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-232- 1.87% |
$20.2K - $26.1K
|
12.2K
$1.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-241- 3.03% |
$21K - $27.1K
|
7.7K
$773K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-242- 8.82% |
$21K - $27.2K
|
2.5K
$251K
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-265- 3.65% |
$23K - $29.8K
|
7.01K
$703K
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-270- 2.51% |
$23.5K - $30.3K
|
10.5K
$1.05M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-289Closed |
$25.1K - $32.5K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-295- 1.73% |
$25.7K - $33.2K
|
16.8K
$1.68M
|
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-296- 1.74% |
$25.7K - $33.3K
|
16.7K
$1.68M
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-298- 2.9% |
$25.9K - $33.5K
|
9.98K
$1M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-300- 1.42% |
$26.1K - $33.7K
|
20.9K
$2.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-307Closed |
$26.7K - $34.5K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Regis Management CO LLC
|
SELL
|
- |
-308- 0.21% |
$26.8K - $34.6K
|
146K
$14.7M
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-330- 82.5% |
$28.7K - $37.1K
|
70
$7.03K
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-334- 4.42% |
$29K - $37.5K
|
7.22K
$724K
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-340- 0.88% |
$29.6K - $38.2K
|
38.3K
$3.85M
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-340- 34.0% |
$29.6K - $38.2K
|
660
$66.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-352- 1.82% |
$30.6K - $39.6K
|
18.9K
$1.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-356- 10.93% |
$31K - $40K
|
2.9K
$291K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-358- 62.26% |
$31.1K - $40.2K
|
217
$21.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-367- 25.36% |
$31.9K - $41.2K
|
1.08K
$108K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-392Closed |
$34.1K - $44.1K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-395- 2.53% |
$34.3K - $44.4K
|
15.2K
$1.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-400- 3.49% |
$34.8K - $45K
|
11.1K
$1.11M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-412- 19.72% |
$35.8K - $46.3K
|
1.68K
$168K
|
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-420- 3.24% |
$36.5K - $47.2K
|
12.6K
$1.26M
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-446- 5.03% |
$38.8K - $50.1K
|
8.42K
$845K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-448- 4.69% |
$39K - $50.3K
|
9.1K
$913K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-449Closed |
$39K - $50.5K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-450- 11.32% |
$39.1K - $50.6K
|
3.52K
$354K
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-460Closed |
$40K - $51.7K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-466- 2.81% |
$40.5K - $52.4K
|
16.1K
$1.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-479- 17.19% |
$41.6K - $53.8K
|
2.31K
$232K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-489- 17.77% |
$42.5K - $55K
|
2.26K
$227K
|
|
|
Aug 03, 2022
Q2 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-530- 1.93% |
$46.1K - $59.6K
|
27K
$2.71M
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-539- 1.09% |
$46.9K - $60.6K
|
49.1K
$4.93M
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-543- 2.43% |
$47.2K - $61K
|
21.8K
$2.19M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-583- 16.59% |
$50.7K - $65.5K
|
2.93K
$294K
|
|
|
Aug 05, 2022
Q2 2022
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-600- 12.12% |
$52.2K - $67.4K
|
4.35K
$437K
|